CM
Chirag MehtaLead
Since Dec 2024
AUM managed
₹2,133.25Cr
Tenure
Since Dec 2024
Funds
9
Quantum Ethical Reg Gr
Sectoral/ ThematicQuantum Mutual Fund
NAV
₹9.73
-0.41% today
AUM
₹127.03 Cr
Fund size
Expense
2.18%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterModerately High risk
BenchmarkNifty 500 Shariah TR INR (100%)
Number of holdings45
Inception20 Dec 2024
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio-0.07
Standard deviation16.81%
Sortino ratio-0.1
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Quantum Ethical Reg Gr
Quantum Ethical Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Quantum Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.73 per unit and the scheme manages ₹127.03 Cr in assets under management. The fund charges an expense ratio of 2.18% and is benchmarked against Nifty 500 Shariah TR INR (100%). Over the trailing 1 year, Quantum Ethical Reg Gr has delivered -4.33% returns. SEBI's riskometer places this scheme in the Moderately High risk category, so read the scheme information document before investing.
Investment objective
The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in Equity & Equity Related Instruments of companies following an Ethical Set of Principles.
Regular Plan · Growth option · NAV as of 16 Sept 2026
Quantum Ethical Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -4.42% |
| 3 months | +2.75% |
| 6 months | +11.20% |
| 1 year | -4.33% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +6.98% |
| 6 months | +7.43% |
| 1 year | +3.05% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Quantum Ethical Reg Gr — frequently asked questions
What is the NAV of Quantum Ethical Reg Gr?
The latest net asset value (NAV) of Quantum Ethical Reg Gr is ₹9.73 per unit, -0.41% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Quantum Ethical Reg Gr delivered?
Quantum Ethical Reg Gr has returned -4.33% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Quantum Ethical Reg Gr?
Quantum Ethical Reg Gr charges an expense ratio of 2.18% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Quantum Ethical Reg Gr?
SEBI's riskometer classifies Quantum Ethical Reg Gr as Moderately High risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Quantum Ethical Reg Gr?
You can start a SIP in Quantum Ethical Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Quantum Ethical Reg Gr?
Quantum Ethical Reg Gr is managed by Quantum Mutual Fund, holds ₹127.03 Cr in assets under management and invests across 45 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Quantum Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF082J01481
- Scheme code
- FS0000J7N4
Frequently asked questions
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